New Client Onboarding Checklist for Lawyers

INTRODUCTION MEETING & CLIENT SET UP:

Quick introduction and a summary for what the client can expect

Collect all client details (contact information, copy of client\'s ID, any additional information, record date of meeting)

Create client folder (paper/digital)

Send client first invoice and client agreement for them to sign

Collect payment and signed agreement

Set out welcome email

Schedule first call or meeting

Send out details for first call or meeting

Prepare meeting agenda and send out

Take notes during meeting

Request any additional documents

Create client timeline

Layout client strategy and review with client

Set up any additional meetings

Invoice for additional payments with duedates

Record any additional notes or documents